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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,578,824 | $1,802,055+43.1% | $1,802,055+43.1% | $328,120+685.9% |
| Participation rate | 100.0% | 50.0%+50.0pp | 50.0%+50.0pp | 34.1%+65.9pp |
| Annual return | 19.75% | 4.30%+15.4pp | 4.36%+15.4pp | 13.02%+6.7pp |
| Employer contribution / active EE | $0 | $37,185-100.0% | $36,451-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $62-100.0% |
| Admin fee / account holder | $24,997 | $37,595-33.5% | $37,595-33.5% | $39,117-36.1% |